Account Executive - Banking and Wealth
Plaid offers a platform that enables applications to connect with users' bank accounts, facilitating a wide range of financial services. They provide tools for payments, personal finance management, credit, and more, serving clients like Moneybox, Western Union, and Affirm. Their core product is an API that provides access to a vast network of financial institutions, allowing developers to build financial products and services.
Funding
Projects
About Plaid
Plaid is a financial technology company that enables applications to connect with users' bank accounts. It allows consumers and businesses to interact with their bank accounts, check balances, and make payments through other financial technology applications. Plaid's network connects to over 12,000 financial institutions across 20 markets, serving a global user base of over 100 million. The company provides APIs for developers to build solutions for personal financial management, credit, payments, business finances, iGaming, and property management. Key products include Auth for account verification, Link for connecting accounts, Transactions for accessing financial data, Balance for real-time checks, Assets for verifying assets, and Identity for user verification. Plaid focuses on increasing conversion, fighting fraud, and providing clean, organized financial data for smarter underwriting and other financial services.
Skills
About the Role
You'll focus on selling into a territory of banks and credit unions, running the full sales cycle and building strong, long-lasting relationships to help them execute on their vision. You'll bring Plaid to banks and credit unions, with a focus on banking and wealth workflows like online account opening, consumer lending, asset and income verification, and fraud prevention.
Requirements
- 3-5 years of quota-carrying experience in a new-revenue role and a strong track record of closing deals
- Strong prospecting, qualifying, and negotiating skills; consultative sales approach with a product-centric mindset
- Experience working with sales development and deploying a vertical focused revenue strategy; strong preference towards those with prior experience in Banking and Wealth vertical
- Proven ability to interact and articulate complex solutions to all levels of a banking organization
- Interest in financial services products and a desire to create strategic relationships that help customers succeed
- Excitement to work in a high-growth environment and to help build processes and tools as needed
- Desire to get (more) technical and the ability to learn the ins and outs of Plaid's APIs
Responsibilities
- Identify potential customers and run the end-to-end sales process within the Banking and Wealth segment
- Build and maintain relationships with Financial Institutions, from executives to product teams and developers; be viewed as a subject matter expert
- Partner with sales and marketing teams to define and execute the Banking and Wealth segment sales strategy
- Work with the Product team, SEs and Account Managers to identify gaps in solutions for Financial Institutions
- Manage pipeline and accurately reflect the probability of close
Benefits
- Equity
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)